I ran my true FCF screener on stuff I actually use in my life. DECK at 8% yield and 16% revenue growth is the standout. SBUX at 65x P/E, but two out of three frappuccinos taste like slush. Here's the full list.
Peter Lynch's core idea: ordinary investors have real informational advantages that Wall Street misses. You know which restaurant is packed, which software your team actually uses, which product line is growing. I applied that to my true FCF screener across a few dozen consumer names. Here are the highlights across sectors.
Communication Services standouts: CMCSA at 21.97% true FCF yield is the obvious one. GTM (ZoomInfo) at 23.96% is the one that surprised me. We have a savvy engineering team that works with a lot of data and ZoomInfo is still pretty essential to our enterprise sales operation. If our team can't replace it with AI scrapers, I'm skeptical that the market's doomsday pricing is right. NFLX at 2.72% yield with Y220 of 16.76 years passes the growth test but the question of whether UX constitutes a durable moat is one I can't fully answer. Maybe it's a data moat - 15 years of behavioral data gives them a huge advantage in what to build.
Consumer Discretionary: DECK is the clear standout. 8.43% true FCF yield, 16.53% three-year revenue CAGR, Y220 of 6.3 years, shares shrinking 2% per quarter for the last four quarters. I friggin' love Hokas and only learned last week that Deckers makes them. NKE by contrast has minus 0.29% revenue growth at 2.42% true FCF yield. KSS at 45% true FCF yield sounds exciting until you see minus 5% revenue CAGR and recognize the liquidation story. PTON I genuinely love - my wife made me get one after I was clipped by a truck, and it's fantastic equipment with real social stickiness - but I have no idea where the revenue floor is. MCD at 3.68% yield versus SBUX at 1.76% tells the consistency story: McDonald's understands what business it's in. I can't say the same for whoever is making my frappuccinos.
Consumer Staples: CPB at 9.35% yield and Y220 of 12.66 years is interesting - the brand stickiness is real (try substituting store-brand Goldfish for your kids sometime), but the debt load is concerning in a rising rate environment. WMT at 1.23% yield and Y220 of 54 years is priced for decades of dominance. KO at 1.30% yield and Y220 of 75 years - the moat is real but you can't buy it cheaply.
Information Technology: CRM at 6.44% true FCF yield is the most counterintuitive one. God-awful data architecture. I'm stuck in a debt collection spiral from an expired credit card on my personal Tableau license. It feels like MS Access connected to a mediocre website. And yet everyone's stuck with it for sales operations and the cash flows are growing while shares are retiring. I actually wonder if hatred combined with stickiness is a buy signal (which seems confirmed by today's earnings release). AAPL's 131-year Y220 tells you what the market is pricing in. MSFT's durability (I still use Excel every day) is the moat in plain sight.
My Lynch watchlist out of all this: DECK is the near-term prospect I'm considering a starter position in. CRM, CPB, and GTM make the expanded watchlist. The trendlines for all four are in the full piece.
Full piece with sector tables, trendlines, and the complete Lynch portfolio rankings: [https://cavemanscreener.substack.com/p/invest-in-what-you-know-part-ii-stuff](https://cavemanscreener.substack.com/p/invest-in-what-you-know-part-ii-stuff)
